The de Burlo Group, Inc. Email Format
Financial ServicesMassachusetts, United States2-10 Employees
The de Burlo Group, Inc. is an independent, SEC-registered investment advisory firm based in Boston's financial district. It provides personalized investment management for a mix of institutional and individual clients, with an emphasis on long-term returns. Its client base includes Massachusetts Municipal Retirement Systems, corporate profit-sharing plans, educational institutions, religious and non-profit organizations, and individual trusts. The firm was founded by C. Russell de Burlo, Jr., who previously served as Treasurer of Tufts University and oversaw its endowment, working capital, and bond collateral funds. It has a history of managing portfolios for retirement systems, socially concerned organizations, and non-profit entities in accordance with Massachusetts statutes and regulations. Located in Boston, the firm operates with a small team of portfolio managers and support staff to deliver its services.